Top 10 financial advisor firms in San Ramon

13 SEC-registered financial advisor firms are headquartered in San Ramon, CA, with $6.14B in combined regulatory assets under management. The largest by assets are Maloon, Powers, Pitre, Higgins & Dennehy ($2.26B), Insight Wealth Strategies ($1.22B) and Prosperity Financial Group ($503M).

13
Financial advisor firms: $6.14B
Their combined AUM: $223M
Median firm AUM: 3,982
Clients of the top 10

The 10 largest by assets

1
Maloon, Powers, Pitre, Higgins & Dennehy
RIA
$2.26B
0.40% to 1.20% a year
2
Insight Wealth Strategies
RIA
$1.22B
Up to 1.00% a year
3
Prosperity Financial Group
RIA
$503M
0.70% to 2.00% a year
4
New Insight Wealth Advisors
RIA
$397M
0.70% to 1.00% a year
5
Accretive Wealth Management
RIA
$291M
1.00% to 1.00% a year
6
Auspicious Financial Planning
RIA
$278M
0.20% to 0.80% a year
7
Carey Consulting Wealth Management
RIA
$223M
Up to 1.25% a year
8
Alcosta Capital Management
RIA
$210M
Regulatory AUM
9
Cannon Beach Consultants
RIA
$209M
Regulatory AUM
10
Certified Planners
RIA
$197M
1.00% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Maloon, Powers, Pitre, Higgins & Dennehy

Maloon, Powers, Pitre, Higgins & Dennehy is an investment adviser based in San Ramon, CA, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.26 billion, as filed on 26 May 2026.

Maloon, Powers, Pitre, Higgins & Dennehy charges 0.40%–1.20% a year for its Investment Supervisory Services.

Regulatory AUM: $2.26B
Clients: 1,525
Advisory staff: 14
Founded: 1998
Fee schedule: 0.40% to 1.20% a year
Minimum account: $100,000
Custodians: Charles Schwab
Headquarters: 12657 Alcosta BLVD, Suite 470, San Ramon, CA 94583
Phone: 925-275-1000
Website: californiafinancialadvisors.com

No. 2 · RIA

Insight Wealth Strategies

Insight Wealth Strategies is an investment adviser based in San Ramon, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $1.22 billion, as filed on 14 September 2026.

Insight Wealth Strategies charges up to 1.00% a year for its Asset Management.

Regulatory AUM: $1.22B
Clients: 585
Advisory staff: 6
Founded: 2018
Fee schedule: Up to 1.00% a year
Custodians: Fidelity
Headquarters: 2603 Camino Ramon, Suite 350, San Ramon, CA 94583
Phone: 925-659-8020
Website: insight2wealth.com

No. 3 · RIA

Prosperity Financial Group

Prosperity Financial Group is an investment adviser based in San Ramon, CA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $503 million, as filed on 27 July 2026.

Prosperity Financial Group charges 0.70%–2.00% a year for its Asset management.

Regulatory AUM: $503M
Clients: 612
Advisory staff: 8
Founded: 2010
Fee schedule: 0.70% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 2333 San Ramon Valley BLVD., Suite 200, San Ramon, CA 94583
Phone: 925-314-8500
Website: prosperityfinancialgroup.com

No. 4 · RIA

New Insight Wealth Advisors

New Insight Wealth Advisors is an investment adviser based in San Ramon, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $397 million, as filed on 18 September 2026.

New Insight Wealth Advisors charges 0.70%–1.00% a year for its Asset Management.

Regulatory AUM: $397M
Clients: 375
Advisory staff: 5
Founded: 2021
Fee schedule: 0.70% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3160 Crow Canyon RD, Suite 330b, San Ramon, CA 94583
Phone: 925-236-2525
Website: newinsightwealth.com

No. 5 · RIA

Accretive Wealth Management

Accretive Wealth Management is an investment adviser based in San Ramon, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $291 million, as filed on 8 June 2026.

Accretive Wealth Management charges 1.00% a year for its Investment Advisory Services.

Regulatory AUM: $291M
Clients: 220
Advisory staff: 3
Fee schedule: 1.00% to 1.00% a year
Custodians: Equity Trust, Inspira Financial, Charles Schwab
Headquarters: 12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583
Phone: 925-365-1533
Website: accretivewealth.com

No. 6 · RIA

Auspicious Financial Planning

Auspicious Financial Planning is an investment adviser based in San Ramon, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $278 million, as filed on 31 March 2026.

Auspicious Financial Planning charges 0.20%–0.80% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $278M
Clients: 193
Advisory staff: 1
Founded: 2018
Fee schedule: 0.20% to 0.80% a year
Custodians: Charles Schwab
Headquarters: 2603 Camino Ramon, Suite 200, San Ramon, CA 94583
Phone: 925-355-1200
Website: auspiciousfinancial.com

No. 7 · RIA

Carey Consulting Wealth Management

Carey Consulting Wealth Management is an investment adviser based in San Ramon, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $223 million, as filed on 10 February 2026.

Carey Consulting Wealth Management charges up to 1.25% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $223M
Clients: 102
Advisory staff: 2
Founded: 2007
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583
Phone: 925-406-4186
Website: careyconsultingwealthmanagement.com

No. 8 · RIA

Alcosta Capital Management

Alcosta Capital Management is an investment adviser based in San Ramon, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $210 million, as filed on 25 March 2026.

Regulatory AUM: $210M
Clients: 60
Advisory staff: 1
Custodians: Fidelity
Headquarters: 3180 Crow Canyon PL., Suite 150, San Ramon, CA 94583
Phone: 888-267-6729
Website: alcostacapital.com

No. 9 · RIA

Cannon Beach Consultants

Cannon Beach Consultants is an investment adviser based in San Ramon, CA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $209 million, as filed on 30 March 2026.

Regulatory AUM: $209M
Clients: 122
Advisory staff: 2
Founded: 2006
Custodians: Fidelity
Headquarters: 2603 Camino Ramon, Suite 416, San Ramon, CA 94583
Phone: 888-839-9399
Website: cannonbeachco.com

No. 10 · RIA

Certified Planners

Certified Planners is an investment adviser based in San Ramon, CA, registered with the SEC since 1989. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $197 million, as filed on 14 January 2026.

Certified Planners charges 1.00% a year for its Active Investment Management (AIM).

Regulatory AUM: $197M
Clients: 188
Advisory staff: 2
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2333 San Ramon Valley BLVD. Ste 185, San Ramon, CA 94583
Phone: 925-553-7200
Website: certifiedplannersinc.com

Questions about financial advisors in San Ramon

How many financial advisor firms are headquartered in San Ramon?

13 SEC-registered financial advisor firms report their principal office in San Ramon, CA, managing $6.14B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in San Ramon?

Maloon, Powers, Pitre, Higgins & Dennehy, with $2.26B in regulatory assets under management on its latest Form ADV. The next largest are Insight Wealth Strategies ($1.22B) and Prosperity Financial Group ($503M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in San Ramon?

The median firm manages $223M in regulatory assets. That is the midpoint of the 13 firms headquartered in San Ramon.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in San Ramon charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in San Ramon?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

San Ramon has 13 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in San Ramon

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